Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Barbara Archer, Mark Schweiss, Karen Meers, Patty McClainHightower AdvisorsArcher Wealth Management$40006-08-2016
Denver GilliandHightower AdvisorsBank of America Merrill Lynch$31505-08-2016
Chris Ure, Al MartinezHightower AdvisorsUBS Financial Services$12504-18-2016
Paul Rand, Joel Rand, Sarah MinakaryHightower AdvisorsMorgan Stanley Wealth Management$20003-18-2016
Matt Otto, Karen RivotHightower AdvisorsSuntrust Investment Services$32003-14-2016
Joseph Feinberg, Tamara SteinHightower AdvisorsMorgan Stanley Wealth Management$45012-17-2015
Ron Weiner Hightower AdvisorsRDM Financial Group$70011-11-2015
William VanDresser, Elden J. LeGaux, Eugene FrankelHightower AdvisorsLegacy Wealth Partners$60010-16-2015
Tom ReganHightower AdvisorsLenox Wealth Management$25009-25-2015
Melissa DuffyHightower AdvisorsDuffy Anderson Investment Management LLC$15008-27-2015
Jeffrey R. LaguschHightower AdvisorsMorgan Stanley Wealth Management$10008-21-2015
Christopher Shin; Jeffrey FulkHightower AdvisorsGuggenheim Investment Advisory$32507-27-2015
Michelle Murray Hightower AdvisorsUBS Financial Services$20007-14-2015
Steve ThackerHightower AdvisorsChesapeake Wealth Advisors$20006-23-2015
Carol NulmanHightower AdvisorsOppenheimer$50004-17-2015
David L. Bahnsen; Brian T. SzytelHightower AdvisorsMorgan Stanley Wealth Management$75004-02-2015
Patricia PickHightower AdvisorsMorgan Stanley Wealth Management$22501-30-2015
Peter ByrneHightower AdvisorsBank of America Merrill Lynch$5001-09-2015
Emmett Towey, Michael Cantore IIIHightower AdvisorsUBS Financial Services$55001-02-2015
Douglas G. ConklinHightower AdvisorsBank of America Merrill Lynch$22512-05-2014
William B. Wolf, Ethan CollinsHightower AdvisorsBank of America Merrill Lynch$44008-29-2014
Pamela Lynn Abraham, Jack E. Thomas, Trevor R. SwartzHightower AdvisorsBank of America Merrill Lynch$80008-08-2014
Jason Ezzell, Alec FisherHightower AdvisorsBank of America Merrill Lynch$30005-27-2014
Joel J. Guth, Catherine E. Cory, Angelo Manzo Jr., Judy L. RoseberryHightower AdvisorsMorgan Stanley Wealth Management$60005-02-2014
John Morgan, Brian Sabo, Jason Edelson Hightower AdvisorsWells Fargo Advisors$38404-25-2014
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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.